Director of Investment Associates @ (January 2022 - July 2026)
Investment Advisor @ (January 2021 - November 2023)
Investment Associate @ (July 2018 - January 2021)
National Sales Associate @ (November 2016 - July 2018)
Regional Sales Associate @ (July 2015 - November 2016)
Internal Sales Associate @ (May 2013 - November 2016)
Intern @ (June 2012 - August 2012)
Joel Dean Education
Louisiana State University
Bachelor of Science (BS) (Finance, General)
2009-2013
Joel Dean Skills
Asset Allocation
Asset Management
Cash Flow Forecasting
Income Investing
Investment Strategies
Investments
Networking
Portfolio Management
Presentation Skills
Retirement Planning
Sales
Joel Dean Summary
Joel Dean, based in Atlanta, GA, US, is currently a Director of Wealth Management at Capital Investment Advisors. Joel Dean brings experience from previous roles at Capital Investment Advisors. Joel Dean holds a 2009 - 2013 Bachelor of Science (BS) in Finance, General @ Louisiana State University. With a robust skill set that includes Asset Allocation, Asset Management, Cash Flow Forecasting, Income Investing, Investment Strategies and more. Joel Dean has 1 emails and 3 mobile phone numbers on RocketReach.
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